Fund HoldingsBKM Wealth Management, LLC

Total Portfolio Value
$243.74M
Total Bought
$19.93M
Total Sold
$16.24M
Net Transaction
+$3.69M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
BLACKROCK INC(BLK)03,530+3,53003,6191.48%+3,619
APPLE INC(AAPL)45,41649,889+4,47310,58212,4935.13%+1,911
ISHARES TR029,029+29,02902,2830.94%+2,283
BROADCOM INC(AVGO)8,99412,258+3,2641,5512,8421.17%+1,290
INVESCO QQQ TR9,45910,505+1,0464,6175,3702.20%+754
MICROSOFT CORP(MSFT)24,65026,822+2,17210,60711,3064.64%+699
JPMORGAN CHASE & CO.(JPM)15,39716,335+9383,2473,9161.61%+669
SCHWAB STRATEGIC TR21,09783,736+62,6391,7832,2880.94%+504
BROOKFIELD RENEWABLE CORP(BEPC)017,873+17,87304940.20%+494
ISHARES TR0101,621+101,621010,3184.23%+10,318
EMERSON ELEC CO(EMR)012,645+12,64501,5670.64%+1,567
CARLISLE COS INC(CSL)0905+90503340.14%+334
CINCINNATI FINL CORP(CINF)02,048+2,04802940.12%+294
VISA INC(V)0918+91802900.12%+290
CISCO SYS INC(CSCO)26,55728,142+1,5851,4131,6660.68%+253
ISHARES TR
US SML CAP EQT
26,62129,723+3,1021,7662,0060.82%+240
SUNRISE COMMUNICATIONS AG05,399+5,39902330.10%+233
GE VERNOVA INC(GEV)0686+68602260.09%+226
ALLIANT ENERGY CORP(LNT)03,708+3,70802190.09%+219
BANK AMERICA CORP04,868+4,86802140.09%+214
KEMPER CORP(KMPB)03,040+3,04002020.08%+202
ELI LILLY & CO(LLY)259480+2212293710.15%+141
AMAZON COM INC(AMZN)02,136+2,13604690.19%+469
NVIDIA CORPORATION(NVDA)5,5406,035+4956738100.33%+138
ISHARES TR1,3441,513+1695056080.25%+103
HONEYWELL INTL INC(HON)1,8452,099+2543814740.19%+93
CITIGROUP INC(C)012,878+12,87809060.37%+906
WALMART INC(WMT)17,75916,820-9391,4341,5200.62%+86
SONY GROUP CORP(SONY)040,034+40,03408470.35%+847
SPDR GOLD TR(GLD)5,5115,838+3271,3401,4140.58%+74
EATON CORP PLC(ETN)743943+2002463130.13%+67
ACCENTURE PLC IRELAND
SHS CLASS A
7,8368,056+2202,7702,8341.16%+64
WEC ENERGY GROUP INC(WEC)18,08919,180+1,0911,7401,8040.74%+64
MARATHON PETE CORP(MPC)5,1696,475+1,3068429030.37%+61
TAIWAN SEMICONDUCTOR MFG LTD(TSM)4,5624,300-2627928490.35%+57
ARES CAPITAL CORP(ARCC)042,388+42,38809280.38%+928
VANGUARD INDEX FDS5,6905,448-2422,1852,2360.92%+51
S&P GLOBAL INC(SPGI)3,0523,264+2121,5771,6260.67%+49
BERKSHIRE HATHAWAY INC DEL2,1312,271+1409811,0290.42%+49
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
011,600+11,60002,0330.83%+2,033
HSBC HLDGS PLC(HSBC)13,87313,637-2366276750.28%+48
3M CO(MMM)2,1202,598+4782903350.14%+46
DUKE ENERGY CORP NEW(DUK)2,5773,164+5872973410.14%+44
GRAINGER W W INC(GWW)1,4481,467+191,5041,5460.63%+42
EXXON MOBIL CORP03,459+3,45903720.15%+372
ANALOG DEVICES INC(ADI)10,86011,948+1,0882,5002,5381.04%+39
DIREXION SHS ETF TR010,406+10,40602950.12%+295
ISHARES TR3,0293,301+2725756110.25%+36
VANGUARD INDEX FDS05,202+5,20201,5080.62%+1,508
MORGAN STANLEY(MS)2,1302,038-922222560.11%+34
ISHARES TR07,197+7,19708290.34%+829
SELECT SECTOR SPDR TR
ST STR TECHN ETF
9351,039+1042112420.10%+30
META PLATFORMS INC(META)511546+352933200.13%+27
ABBVIE INC(ABBV)1,5091,815+3062983230.13%+25
WNS HLDGS LTD012,687+12,68706010.25%+601
ROCKWELL AUTOMATION INC(ROK)99899802682850.12%+17
INVESCO EXCHANGE TRADED FD T
HIG YLD EQ DIV
027,599+27,59905870.24%+587
INVESCO DB COMMDY INDX TRCK(DBC)063,667+63,66701,3610.56%+1,361
PHILIP MORRIS INTL INC(PM)2,3982,479+812912980.12%+7
ISHARES TR
ESG AWR MSCI USA
02,388+2,38803080.13%+308
SAP SE(SAP)3,0502,861-1896997040.29%+6
JOHNSON CTLS INTL PLC
SHS
3,6093,60902802850.12%+5
ISHARES U S ETF TR0201,957+201,95704,0411.66%+4,041
VANGUARD INDEX FDS03,492+3,49208860.36%+886
VANGUARD INDEX FDS2,8532,734-1197637660.31%+3
SHELL PLC(SHEL)09,962+9,96206240.26%+624
ISHARES TR011,963+11,96307450.31%+745
CMS ENERGY CORP(CMS)9,4239,958+5356666640.27%-2
FIRST TR MID CAP CORE ALPHAD
COM SHS
01,963+1,96302270.09%+227
VANGUARD INDEX FDS01,063+1,06302550.10%+255
RPM INTL INC(RPM)4,9404,826-1145985940.24%-4
PACER FDS TR
US SM CAP CA ETF
05,524+5,52402430.10%+243
NEXTERA ENERGY INC(NEE)20,33323,872+3,5391,7191,7110.70%-7
BADGER METER INC1,2001,20002622550.10%-8
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
030,787+30,78701,7710.73%+1,771
MERCK & CO INC(MRK)03,915+3,91503890.16%+389
BRADY CORP(BRC)4,0004,00003072950.12%-11
HOME DEPOT INC(HD)748750+23032920.12%-11
ISHARES TR39,81139,344-4674,2864,2731.75%-13
PACER FDS TR
US CASH COWS 100
09,603+9,60305420.22%+542
LATTICE STRATEGIES TR08,315+8,31502360.10%+236
AIR PRODS & CHEMS INC0843+84302450.10%+245
ISHARES TR011,035+11,03509830.40%+983
PIMCO EQUITY SER
RAFI DYN MULTI
21,86823,556+1,6887116960.29%-15
FIDELITY COVINGTON TRUST04,960+4,96002420.10%+242
VANGUARD INDEX FDS01,185+1,18503200.13%+320
ISHARES TR42,24141,647-5945,2225,2042.14%-18
UNION PAC CORP(UNP)99299202452260.09%-18
CHEVRON CORP NEW(CVX)014,238+14,23802,0620.85%+2,062
SCHLUMBERGER LTD(SLB)13,14713,705+5585525250.22%-26
ISHARES TR03,572+3,57202700.11%+270
VANGUARD INDEX FDS4,4464,366-808938650.36%-27
COMCAST CORP NEW(CCZ)023,510+23,51008820.36%+882
ISHARES TR
CORE DIV GRWTH
07,045+7,04504320.18%+432
RTX CORPORATION(RTX)4,6374,601-365625320.22%-29
ASML HOLDING N V
N Y REGISTRY SHS
01,110+1,11007690.32%+769
VANGUARD INTL EQUITY INDEX F05,843+5,84303350.14%+335
PPG INDS INC(PPG)04,732+4,73205650.23%+565
RESTAURANT BRANDS INTL INC(QSR)08,338+8,33805430.22%+543
CARRIER GLOBAL CORPORATION(CARR)3,4333,43302762340.10%-42
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